Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Logan Snowden

Enzi Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Logan Snowden

Daniel Logan Snowden is a financial advisor with Enzi Wealth, an investment advisory firm headquartered in Austin, Texas. Daniel has been in the financial services industry since March 2019, and has a Series 7TO, Series 66, and SIE. Daniel is also a Certified Financial Planner. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

Firm Information

Daniel Snowden is currently registered with Enzi Wealth. Enzi Wealth is a registered investment advisor located in Austin, TX with approximately $337 million in regulatory assets under management. The firm provides financial planning, portfolio management for businesses and individuals, and pension consulting services. Enzi Wealth primarily serves high-net-worth individuals, corporations, and pension and profit-sharing plans.
Enzi Wealth

2406 LAKE AUSTIN BLVD.

AUSTIN, TX 78703

$337.01M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Snowden’s Registration & Firm History

TX

04/12/2022 - Present

Enzi Wealth (AUSTIN TX)

TX

03/22/2019 - 07/19/2021

AMERIPRISE FINANCIAL SERVICES, LLC (AUSTIN TX)

Not sure if Daniel Logan Snowden is right for you?

Licenses & Designations

BOTH

Issued 04/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/30/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Logan Snowden.
Not sure if Daniel Logan Snowden is right for you?